Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,536,132
+$158,687 QoQ
Shares Held
6,768
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.55%
of 13F equity value
Holder Rank
#644
of 1,580 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026S&A Financial Services, Inc. holds $1,536,132 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
6,768 | $1,536,132 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,536,132 | 6,768 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,377,445 | 6,967 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||